QWP
Quotient Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
2,830
+420
| +17% | +$163K | 0.03% | 108 |
|
|
2025
Q1 | $795K | Sell |
2,410
-63
| -3% | -$20.8K | 0.03% | 128 |
|
|
2024
Q4 | $897K | Buy |
2,473
+363
| +17% | +$132K | 0.03% | 115 |
|
|
2024
Q3 | $825K | Sell |
2,110
-170
| -7% | -$66.5K | 0.03% | 124 |
|
|
2024
Q2 | $760K | Buy |
2,280
+177
| +8% | +$59K | 0.03% | 125 |
|
|
2024
Q1 | $771K | Sell |
2,103
-596
| -22% | -$218K | 0.03% | 130 |
|
|
2023
Q4 | $798K | Buy |
+2,699
| New | +$798K | 0.03% | 140 |
|